BizValuAdvisor
BizValuAdvisor
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  • Business Eval
  • Value Max
  • Prepare to SELL
  • Tax Planning
  • FAQ
  • About
  • Contact Us
  • More
    • Home
    • Business Eval
    • Value Max
    • Prepare to SELL
    • Tax Planning
    • FAQ
    • About
    • Contact Us
  • Home
  • Business Eval
  • Value Max
  • Prepare to SELL
  • Tax Planning
  • FAQ
  • About
  • Contact Us

About BizValuAdvisor

Our Mission

Our Approach

Our Mission

At BizValuAdvisor, we are dedicated to providing our clients with the highest level of business and management consulting services. We strive to help our clients achieve their goals and reach their full potential.

Our Team

Our Approach

Our Mission

We have a team of experienced and highly skilled consultants who are committed to delivering exceptional results for our clients. Our team members bring a wealth of knowledge from Tax Minimization, Financial Planning, Value Building and Exit Planning.

Our Approach

Our Approach

Our Approach

We take a collaborative approach with CPAs, Tax Attorneys, M&A Brokers, Financial Planners, working closely with our clients to understand their unique needs and develop customized solutions. We believe that effective communication and partnership are key to achieving success.

About Us

BizValuAdvisor is a subsidiary of Pension Maxima Investment Advisory


Bonnie Yam - Principal

CFA, CFP, CLU, EA, CLU, CVA, CEPA, CSLP, CMAP, AIF

Our Analytical Approach

We have a long history of servicing business owners.  Besides helping business owners in getting ready to retire, we also specialize in Business Evaluations, Value Maximization, Tax Minimization, Business Exit Planning.

We have launched a special Financial Wellness Program for business owners and individuals on how to manage their personal finance. 

Awards:

Marquis Who's Who 

Most Supportive Retirement Structure Platform - New York

Awards

Marquis Who's Who

Top Business Owners and Entrepreneurs

Retirement Planning Awards 2023

Most Supportive Retirement Structure Platform - New York

Reviews

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